Anic Equity¶
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Total return since start: 0.695 %¶
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Equity now: -----------------------------> 51761.39 Kr¶
Max Equity ever reached: ------------> 51912.9 Kr¶
Portfolio value: --------------------------> 48562.33 Kr¶
PnL: ---------------------------------------> -525.24 Kr¶
DD now: ---------------------------------> -0.292 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 09:06:00.594898'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | 0.000000 | 782.000000 | 109.000000 | 16.200000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.300000 | 3545.540000 | 91.540000 | 2.650000 | 3453.999992 |
| HEBA B | 70 | -0.260000 | 2716.000000 | 80.000000 | 3.030000 | 2636.000010 |
| Swedbank A | 3 | 2.080000 | 603.300000 | 39.300000 | 6.970000 | 564.000000 |
| SAAB B | 8 | -0.350000 | 3415.200000 | 38.200000 | 1.130000 | 3377.000000 |
| MedCap | 2 | -1.730000 | 455.000000 | 34.000000 | 8.080000 | 421.000000 |
| AcadeMedia | 12 | -0.730000 | 590.160000 | 33.160000 | 5.950000 | 557.000004 |
| Resurs Holding | 22 | -0.540000 | 605.660000 | 31.660000 | 5.520000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.470000 | 381.300000 | 26.300000 | 7.410000 | 355.000000 |
| OEM International B | 7 | 0.000000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Intrum | 4 | 0.110000 | 540.000000 | 13.000000 | 2.470000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Norva24 Group | 16 | 0.000000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Midsona B | 63 | -0.420000 | 592.830000 | 9.830000 | 1.690000 | 582.999984 |
| Securitas B | 6 | -0.170000 | 578.160000 | 8.160000 | 1.430000 | 570.000000 |
| Karnov Group | 9 | 0.000000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Handelsbanken A | 5 | 0.600000 | 546.500000 | 0.500000 | 0.090000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.780000 | 244.800000 | -1.200000 | -0.490000 | 246.000000 |
| Corem Property Group B | 59 | -1.120000 | 574.950000 | -2.050000 | -0.360000 | 576.999999 |
| Coor Service Management Hold. | 8 | -0.530000 | 528.400000 | -3.600000 | -0.680000 | 532.000000 |
| Boozt | 12 | -0.510000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| Essity B | 2 | -0.150000 | 549.200000 | -24.800000 | -4.320000 | 574.000000 |
| Sampo Oyj SDB | 7 | -0.270000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| Fasadgruppen Group | 38 | 0.000000 | 4111.600000 | -29.400000 | -0.710000 | 4140.999992 |
| International Petroleum Corp. | 5 | -1.670000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| CTEK | 13 | -2.050000 | 496.080000 | -37.920000 | -7.100000 | 533.999999 |
| Essity A | 4 | -0.180000 | 1106.000000 | -43.000000 | -3.740000 | 1149.000000 |
| Vivesto | 1368 | -0.050000 | 567.450000 | -45.550000 | -7.430000 | 612.999432 |
| Beijer Electronics Group | 27 | -0.890000 | 3013.200000 | -70.800000 | -2.300000 | 3083.999994 |
| OX2 | 22 | 0.250000 | 1786.400000 | -202.600000 | -10.190000 | 1989.000002 |
| Axfood | 15 | 0.000000 | 4045.500000 | -254.500000 | -5.920000 | 4300.000005 |
| Ovzon | 64 | 0.000000 | 3456.000000 | -540.000000 | -13.510000 | 3996.000000 |
| TOTAL | 48562.330000 | -525.240000 | -0.29185% | 49087.564636 |
Updated:¶
'2023-01-31 09:06:13.478427'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
